LTTC(SZ:000726) Mei Ri Jing Ji Xin Wen·2025-11-06 13:07Core Viewpoint - The company, Lutai A (000726.SZ), is currently experiencing an improvement in order volume for its functional fabric project, leading to an increase in capacity utilization. However, it remains in a loss position due to previously low utilization rates, and it is expected to take time before it becomes a profit growth point. As production increases, the company anticipates further reductions in losses [1]. Group 1 - The functional fabric project has seen a reduction in losses and has established a stable customer base in the first three quarters [3]. - The company is currently assessing the specific progress of capacity release for the functional fabric project [3]. - There are inquiries regarding the order conversion rate and gross margin of core functional products compared to traditional fabrics [3]. Group 2 - The company has indicated that there are no immediate plans for expansion or customer acquisition to drive the project into a new profit growth point [1].